|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$137M
|
+$137M
|
+2,713,280
|
+271,328,000%
|
|
|
2
|
Sand Hill Global Advisors
Palo Alto,
California
|
$133M
|
+$47.9M
|
+952,089
|
+57%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$91.3M
|
+$2.4M
|
+47,758
|
+3%
|
|
|
4
|
Bank of New York Mellon
New York
|
$55M
|
+$22.5M
|
+447,671
|
+69%
|
|
|
5
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$48.1M
|
+$4.36M
|
+86,575
|
+10%
|
|
|
6
|
Capital Advantage
Walnut Creek,
California
|
$36.9M
|
+$36.9M
|
+732,690
|
New
|
|
|
7
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$35.9M
|
+$3.85M
|
+76,519
|
+12%
|
|
|
8
|
Gateway Advisory
Westfield,
New Jersey
|
$35M
|
+$540K
|
+10,720
|
+2%
|
|
|
9
|
|
$28.3M
|
-$1.51M
|
-30,000
|
-5%
|
|
|
10
|
Pacific Center for Financial Services
San Ramon,
California
|
$26.7M
|
+$1.43M
|
+28,497
|
+6%
|
|
|
11
|
Opus Investment Management
Worcester,
Massachusetts
|
$25.2M
|
+$25.2M
|
+500,000
|
New
|
|
|
12
|
Acorns Advisers
Irvine,
California
|
$23.9M
|
+$23.9M
|
+473,732
|
New
|
|
|
13
|
Boston Advisors
Boston,
Massachusetts
|
$22.9M
|
+$573K
|
+11,377
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.3M
|
+$12.1M
|
+240,448
|
+196%
|
|
|
15
|
MV Capital Management
Bethesda,
Maryland
|
$16.9M
|
+$2.43M
|
+48,355
|
+17%
|
|
|
16
|
Searcy Financial Services
Overland Park,
Kansas
|
$15.5M
|
+$221K
|
+4,392
|
+1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
-$562K
|
-11,163
|
-4%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12.7M
|
-$451K
|
-8,952
|
-3%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$12.3M
|
+$11.7M
|
+232,072
|
+1,950%
|
|
|
20
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$12.2M
|
+$427K
|
+8,487
|
+4%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$11.9M
|
+$539K
|
+10,710
|
+5%
|
|
|
22
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$10.9M
|
+$153K
|
+3,040
|
+1%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$10.8M
|
-$5.25M
|
-104,362
|
-33%
|
|
|
24
|
Retirement Capital Strategies
San Jose,
California
|
$9.51M
|
+$5.35M
|
+106,303
|
+129%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.11M
|
-$3.86M
|
-76,612
|
-30%
|
|
